Elite Retirement Planning, LLC
● SEC registered since 2020CRD 297942SEC# 801-118564Grimes, IA
Reg. AUM
$568.8M
Employees
30
Accounts
2,896
Location
Grimes, IA
Elite Retirement Planning, LLC assets under management
Elite Retirement Planning, LLC operates as an SEC-registered investment adviser based in Grimes, IA. The firm has been registered since 2020. It reports $568.8 million in regulatory assets under management and employs 30 people.
Elite Retirement Planning, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Loren James Merkle Control | Chief Compliance Officer | Under 5% | 2019 |
| Loren James Merkle Control | Manager | Under 5% | 2018 |
| Mrp Holdings, Inc. Control | Member And Direct Owner | Over 75% | 2018 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Elite Retirement Planning, LLC manage?
Elite Retirement Planning, LLC reports $568.8 million in regulatory assets under management on its Form ADV.
How many employees does Elite Retirement Planning, LLC have?
Elite Retirement Planning, LLC reports 30 employees.
Where is Elite Retirement Planning, LLC located?
Elite Retirement Planning, LLC is based in Grimes, IA and has been SEC-registered since 2020.
Does Elite Retirement Planning, LLC disclose fund performance?
Elite Retirement Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1860 SE Princeton Dr, Grimes, IA 50111 |
| Phone | 515-278-4110 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$568.8M▲ 33%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 45%
Larger than 55% of 16,271 advisers
EmployeesTop 18%
More than 82% of 16,825 advisers
Assets under management
$568.8Mregulatory AUM
Discretionary $568.8M